<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/image-208.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1152" height="720" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/image-208.png"/></p>
<p>周一，欧洲防务股票遭遇一波抛售，投资者对美国对伊朗福尔多、伊斯法罕和纳坦兹核设施发起的协调军事打击作出反应。</p>
<p>这一升级发生在特朗普总统上周五宣布将在 “接下来的两周内” 做出军事行动决定之后。</p>
<p>周末迅速执行该决定引发了全球市场的波动，欧洲防务行业的抛售与几只美国上市防务股票的上涨形成鲜明对比。</p>
<h2>德国、瑞典和法国防务股票领跌</h2>
<p>主要的欧洲防务承包商在 6 月 23 日开盘时出现大幅下跌。</p>
<p>德国的莱茵金属在早盘交易中下跌了 4.13%，瑞典的萨博下跌了 3.25%。法国的泰雷兹也下滑了约 5.40%。</p>
<p>其他公司也跟随同样的下跌趋势。德国的亨索尔特和 RENK 集团的股票也录得亏损。</p>
<p>意大利的莱昂纳多和法国的泰雷兹仍然是当天最大的下跌者之一。</p>
<p>然而，波兰的 Lubawa 逆势上涨，早盘交易中上涨了 3.5%，成为唯一一只上涨的主要地区防务股票。</p>
<h2>美国防务股票在伊朗空袭后上涨</h2>
<p>尽管欧洲防务股票下跌，但几家美国防务公司在盘前交易中小幅上涨。</p>
<p>RTX 公司和诺斯罗普·格鲁曼的股票分别上涨了 0.53% 和 0.62%，而 L3Harris 和通用动力分别上涨了 0.34% 和 0.90%。</p>
<p>洛克希德·马丁上涨了 0.42%。波音和通用电气这两家业务多元化的美国防务巨头则是唯一下跌的公司。</p>
<p>美国的空袭涉及部署由波音开发的 GBU-57 大型弹药穿透器。</p>
<p>这些炸弹是通过诺斯罗普·格鲁曼的 B-2 轰炸机投放的，突显了美国防务行业在此次攻击中的直接参与。</p>
<h2>地缘政治风险冲击全球市场和货币</h2>
<p>美国主导的空袭加剧了对中东更大冲突的担忧。</p>
<p>伊朗议会对此作出回应， reportedly 批准关闭霍尔木兹海峡——全球石油贸易的一个关键海上瓶颈。</p>
<p>梅银行的分析师警告称，这一举动可能促使伊朗退出《核不扩散条约》，并停止与国际原子能机构的合作。</p>
<p>在货币市场上，美元走强。到伦敦时间上午 8:25，美元指数上涨了 0.3%。</p>
<p>与此同时，传统避险货币如瑞士法郎保持平稳，而日元则显著走弱，对美元下跌 0.7%，对欧元下跌 0.5%，对英镑下跌 0.7%。</p>
<p>美国银行的分析师指出，日本对中东石油的依赖——超过 90% 的进口——使得日元对地区冲突特别敏感。</p>
<p>他们补充说，美元/日元可能作为对进一步升级的对冲。</p>
<h2>更广泛的市场影响和石油担忧</h2>
<p>在欧洲，主要指数开盘走低。法国的 CAC 40 领跌，下跌 0.99%，德国的 DAX 下滑 0.88%，意大利的 FTSE MIB 下跌 1.32%。</p>
<p>泛欧 Stoxx 600 指数下跌 0.62%，大多数行业处于红色，只有石油和天然气行业在原油价格上涨的情况下有所上涨。</p>
<p>吉普车制造商 Stellantis 的股价波动特别剧烈，在宣布新管理团队及首席执行官安东尼奥·菲洛萨后下跌了 1.47%。</p>
<p>在亚太市场，由于地缘政治紧张局势，情绪也受到抑制，像日本、韩国和印度这样的石油进口经济体因能源价格波动面临更大压力。</p>
<p>欧洲防务股票暴跌，因美国加入以色列对伊朗的空袭，首次出现在 Invezz 上。</p>

雷神技术公司

诺斯罗普·格鲁曼

<p>欧洲防务股票因美国对伊朗核设施发动军事打击而大幅下跌，导致全球市场波动。主要的欧洲防务承包商如莱茵金属、萨博和泰雷兹均出现显著下滑，而美国防务股票如 RTX 公司和诺斯罗普·格鲁曼则录得上涨。这次打击加剧了地缘政治风险，伊朗威胁要关闭霍尔木兹海峡。美元走强，油价上涨，影响了全球指数和货币，特别是对日本等依赖石油的经济体造成了影响</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/image-208.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/06/image-208.png"/></p>
<p>A wave of selling hit European defence stocks on Monday, as investors reacted to the United States launching coordinated military strikes on Iranian nuclear facilities in Fordo, Isfahan, and Natanz.</p>
<div class="lb-trans"><p>周一，欧洲防务股票遭遇一波抛售，投资者对美国对伊朗福尔多、伊斯法罕和纳坦兹核设施发起的协调军事打击作出反应。</p>
</div><p>The escalation followed President Donald Trump’s announcement last Friday that a decision on military action would be made “within the next two weeks.”</p>
<div class="lb-trans"><p>这一升级发生在特朗普总统上周五宣布将在 “接下来的两周内” 做出军事行动决定之后。</p>
</div><p>The swift execution of that decision over the weekend triggered volatility across global markets, with the sell-off in Europe’s defence sector contrasting sharply with gains in several US-listed defence stocks.</p>
<div class="lb-trans"><p>周末迅速执行该决定引发了全球市场的波动，欧洲防务行业的抛售与几只美国上市防务股票的上涨形成鲜明对比。</p>
</div><h2>German, Swedish, and French defence stocks lead losses</h2>
<div class="lb-trans"><h2>德国、瑞典和法国防务股票领跌</h2>
</div><p>Major European defence contractors saw sharp declines as trading opened on 23 June.</p>
<div class="lb-trans"><p>主要的欧洲防务承包商在 6 月 23 日开盘时出现大幅下跌。</p>
</div><p>Germany’s Rheinmetall dropped 4.13% in early trade, while Sweden’s Saab fell 3.25%. France’s Thales also slipped by around 5.40%.</p>
<div class="lb-trans"><p>德国的莱茵金属在早盘交易中下跌了 4.13%，瑞典的萨博下跌了 3.25%。法国的泰雷兹也下滑了约 5.40%。</p>
</div><p>Other names followed the same downward trend. Shares of Hensoldt and RENK Group in Germany also recorded losses.</p>
<div class="lb-trans"><p>其他公司也跟随同样的下跌趋势。德国的亨索尔特和 RENK 集团的股票也录得亏损。</p>
</div><p>Italy’s Leonardo and France’s Thales remained among the day’s biggest decliners.</p>
<div class="lb-trans"><p>意大利的莱昂纳多和法国的泰雷兹仍然是当天最大的下跌者之一。</p>
</div><p>However, Poland’s Lubawa bucked the pattern, rising 3.5% in early trade, making it the only major regional defence stock to trade higher.</p>
<div class="lb-trans"><p>然而，波兰的 Lubawa 逆势上涨，早盘交易中上涨了 3.5%，成为唯一一只上涨的主要地区防务股票。</p>
</div><h2>US defence stocks rise after Iran airstrikes</h2>
<div class="lb-trans"><h2>美国防务股票在伊朗空袭后上涨</h2>
</div><p>While European defence shares slumped, several US-based defence firms posted modest premarket gains.</p>
<div class="lb-trans"><p>尽管欧洲防务股票下跌，但几家美国防务公司在盘前交易中小幅上涨。</p>
</div><p>Shares of RTX Corporation and Northrop Grumman were up 0.53% and 0.62% respectively, while L3Harris and General Dynamics added 0.34% and 0.90%, respectively.</p>
<div class="lb-trans"><p>RTX 公司和诺斯罗普·格鲁曼的股票分别上涨了 0.53% 和 0.62%，而 L3Harris 和通用动力分别上涨了 0.34% 和 0.90%。</p>
</div><p>Lockheed Martin saw a 0.42% increase. Boeing and General Electric, both with more diversified operations, were the only US defence majors in the red.</p>
<div class="lb-trans"><p>洛克希德·马丁上涨了 0.42%。波音和通用电气这两家业务多元化的美国防务巨头则是唯一下跌的公司。</p>
</div><p>The US airstrikes involved the deployment of GBU-57 Massive Ordnance Penetrators, developed by Boeing.</p>
<div class="lb-trans"><p>美国的空袭涉及部署由波音开发的 GBU-57 大型弹药穿透器。</p>
</div><p>The bombs were delivered using Northrop Grumman’s B-2 bomber aircraft, highlighting the US defence sector’s direct involvement in the offensive.</p>
<div class="lb-trans"><p>这些炸弹是通过诺斯罗普·格鲁曼的 B-2 轰炸机投放的，突显了美国防务行业在此次攻击中的直接参与。</p>
</div><h2>Geopolitical risks shake global markets and currencies</h2>
<div class="lb-trans"><h2>地缘政治风险冲击全球市场和货币</h2>
</div><p>The US-led strikes intensified concerns of a broader conflict in the Middle East.</p>
<div class="lb-trans"><p>美国主导的空袭加剧了对中东更大冲突的担忧。</p>
</div><p>Iran’s parliament responded by reportedly approving the closure of the Strait of Hormuz — a key maritime chokepoint for global oil trade.</p>
<div class="lb-trans"><p>伊朗议会对此作出回应， reportedly 批准关闭霍尔木兹海峡——全球石油贸易的一个关键海上瓶颈。</p>
</div><p>Analysts at Maybank warned that such a move could prompt Iran to exit the Nuclear Non-Proliferation Treaty and cease cooperation with the International Atomic Energy Agency.</p>
<div class="lb-trans"><p>梅银行的分析师警告称，这一举动可能促使伊朗退出《核不扩散条约》，并停止与国际原子能机构的合作。</p>
</div><p>In the currency markets, the US dollar gained strength. The dollar index rose 0.3% by 8:25 am in London.</p>
<div class="lb-trans"><p>在货币市场上，美元走强。到伦敦时间上午 8:25，美元指数上涨了 0.3%。</p>
</div><p>Meanwhile, traditional safe havens such as the Swiss franc remained flat, and the Japanese yen weakened significantly, falling 0.7% against the dollar, 0.5% against the euro, and 0.7% against the pound.</p>
<div class="lb-trans"><p>与此同时，传统避险货币如瑞士法郎保持平稳，而日元则显著走弱，对美元下跌 0.7%，对欧元下跌 0.5%，对英镑下跌 0.7%。</p>
</div><p>Bank of America analysts noted that Japan’s dependency on Middle Eastern oil — over 90% of its imports — makes the yen particularly sensitive to regional conflict.</p>
<div class="lb-trans"><p>美国银行的分析师指出，日本对中东石油的依赖——超过 90% 的进口——使得日元对地区冲突特别敏感。</p>
</div><p>They added that USD/JPY may serve as a hedge against further escalation.</p>
<div class="lb-trans"><p>他们补充说，美元/日元可能作为对进一步升级的对冲。</p>
</div><h2>Broader market impact and oil concerns</h2>
<div class="lb-trans"><h2>更广泛的市场影响和石油担忧</h2>
</div><p>Across Europe, major indices opened lower. France’s CAC 40 led losses, down 0.99%, while Germany’s DAX slipped 0.88%, and Italy’s FTSE MIB lost 1.32%.</p>
<div class="lb-trans"><p>在欧洲，主要指数开盘走低。法国的 CAC 40 领跌，下跌 0.99%，德国的 DAX 下滑 0.88%，意大利的 FTSE MIB 下跌 1.32%。</p>
</div><p>The pan-European Stoxx 600 index was down 0.62%, with most sectors in the red apart from oil and gas, which saw some gains amid rising crude prices.</p>
<div class="lb-trans"><p>泛欧 Stoxx 600 指数下跌 0.62%，大多数行业处于红色，只有石油和天然气行业在原油价格上涨的情况下有所上涨。</p>
</div><p>Jeep maker Stellantis saw particularly sharp movement, falling 1.47% after announcing a new management team under CEO Antonio Filosa.</p>
<div class="lb-trans"><p>吉普车制造商 Stellantis 的股价波动特别剧烈，在宣布新管理团队及首席执行官安东尼奥·菲洛萨后下跌了 1.47%。</p>
</div><p>In Asia-Pacific markets, sentiment was also dampened by geopolitical tensions, with oil-importing economies such as Japan, South Korea, and India facing increased pressure due to energy price volatility.</p>
<div class="lb-trans"><p>在亚太市场，由于地缘政治紧张局势，情绪也受到抑制，像日本、韩国和印度这样的石油进口经济体因能源价格波动面临更大压力。</p>
</div><p>The post European defence stocks plunge as US joins Israel in Iran strikes appeared first on Invezz</p>
<div class="lb-trans"><p>欧洲防务股票暴跌，因美国加入以色列对伊朗的空袭，首次出现在 Invezz 上。</p>
</div>

由于美国与以色列共同对伊朗进行打击，欧洲防务股大幅下跌